Concord Wealth Partners’s Teradata TDC Stock Holding History

Concord Wealth Partners’s Portfolio TDC Stock Details TDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-53	Closed	-$1.61K	–	984
2024 Q3	$1.61K	Buy	+53	New	+$1.58K	﹤0.01%	767

Other funds holding TDC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Concord Wealth Partners's TDC Position: Q4 2024 in Review

Concord Wealth Partners sold out of Teradata (TDC) in Q4 2024, closing a stake of 53 shares — an estimated $1.61K sold.

Concord Wealth Partners first reported a position in TDC in Q3 2024 and held it in 1 quarter. The position peaked at $1.61K in Q3 2024. 385 funds tracked by Wall St. Rank hold TDC as of Q4 2024.

Concord Wealth Partners reported no remaining Teradata position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 53 Teradata shares in Q4 2024, an estimated $1.61K.
Concord Wealth Partners first reported a position in Teradata in Q3 2024 and held it in 1 quarter.
Concord Wealth Partners's Teradata position peaked at $1.61K in Q3 2024.
385 funds tracked by Wall St. Rank held Teradata as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.